About Us

Learn more about our team

Ian Morrison

Director and Chartered Financial Planner

Ian is passionate about helping clients to get to understand their life’s goals and objectives through financial planning.

“I became a financial planner and continue to enjoy financial planning because I relish:

01506 200580

Email Me

Lucy Norton

Support Team

Having worked customer service roles for over 20 years I pride myself on understanding what good client relationships are and strive to always exceed expectations.  With an extensive administration experience, I am pleased to be able to help clients in a variety of circumstances and be a part of the Morrison Personalised Wealth Management Team.  Outside of work I have teenage son and a Cockerpoo, both of which keeps me on my toes.

01506 200580

Email Me

Mark Allen

Head of IT and IT Security

Mark has worked with Morrison PWM since its inception working providing IT support. Mark has spent a significant portion of his career in financial services and along with his technical background holds a number of financial services qualifications.

Outside work, Mark enjoys time with his family, the occasional round of golf and watching cricket, when not suffering as a Blackburn Rovers fan.

01506 200580

Email Me

Tracey

Client Support

Tracey has over 40 years experience in the insurance and financial services sector. Starting her career with a well known insurance company and independent financial advisers and more recently supporting Directors within Chartered Wealth Management. Tracey has built up a strong administrative background and her studies with the Chartered Insurance Institute has developed her extensive knowledge of protection, pensions and investments for both individuals and corporate clients.

01506 200580

Email Me